Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,442 institutions that hold shares in the stock, with a total of 95 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
13,766
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2024
Added 52.04%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
13,649
shares
|
$1.87 Million
0.09% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
13,643
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,589
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2024
Added 64.02%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,494
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
13,473
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
13,463
shares
|
$1.84 Million
0.1% of portfolio
|
Q4 2024
Reduced 21.91%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,460
shares
|
$1.84 Million
0.1% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
13,361
shares
|
$1.83 Million
0.33% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
13,322
shares
|
$1.82 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,219
shares
|
$1.81 Million
0.8% of portfolio
|
Q2 2023
Reduced 42.98%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
13,200
shares
|
$1.8 Million
0.03% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
13,118
shares
|
$1.79 Million
0.81% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
13,027
shares
|
$1.78 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
12,987
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
12,873
shares
|
$1.76 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
12,669
shares
|
$1.73 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
12,649
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Added 44.39%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
12,630
shares
|
$1.73 Million
0.11% of portfolio
|
Q2 2022
Reduced 1.94%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
12,611
shares
|
$1.72 Million
0.68% of portfolio
|
Q1 2024
Reduced 26.75%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,603
shares
|
$1.72 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
12,570
shares
|
$1.72 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
12,495
shares
|
$1.71 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
12,470
shares
|
$1.7 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,335
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.6%
|